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Joel Isaacson & Co’s Vanguard Consumer Staples ETF VDC Stock Holding History

Joel Isaacson & Co’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-75
Closed -$10K – 769
2016
Q1 		$10K Buy
+75
New +$9.7K ﹤0.01% 574

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Joel Isaacson & Co's VDC Position: Q2 2016 in Review

Joel Isaacson & Co sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2016, closing a stake of 75 shares — an estimated $10K sold.

Joel Isaacson & Co first reported a position in VDC in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 194 funds tracked by Wall St. Rank hold VDC as of Q2 2016.

  • Joel Isaacson & Co reported no remaining Vanguard Consumer Staples ETF position as of Q2 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 75 Vanguard Consumer Staples ETF shares in Q2 2016, an estimated $10K.
  • Joel Isaacson & Co first reported a position in Vanguard Consumer Staples ETF in Q1 2016 and held it in 1 quarter.
  • Joel Isaacson & Co's Vanguard Consumer Staples ETF position peaked at $10K in Q1 2016.
  • 194 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2016.

Based on Joel Isaacson & Co's 13F filing for Q2 2016, filed 22 Jul 2016.